Accounts can be opened as individual or joint. Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) are required for all accounts.
To add a beneficiary you will need their name, address as required, SSN or ITIN are optional.
Under the USA Patriot Act, all financial institutions are required to obtain, verify and record information that identifies each person who opens an account. When you open an account with Credit Union, we will ask for your name, address, date of birth, and other identifying information.